Notable companies
The most notable companies in this group are VISA (null:V), Accenture PLC (null:ACN), Abbott Laboratories (null:ABT), Comcast Corp (null:CMCSA).
Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests primarily in common stocks of large-capitalization companies. It generally considers a company to be a large-capitalization company if, at the time of purchase, its market capitalization is $15 billion or more. Although the fund invests primarily in large-capitalization companies it may also invest in small and medium capitalization companies. It may invest in foreign securities, including sponsored ADRs.
Market Cap
The average market capitalization across the Castle Tandem Institutional MF is 151.52B. The market cap for tickers in the group ranges from 13.36B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is SJM at 13.36B.
Volume
The average weekly volume growth across all stocks in the Castle Tandem Institutional MF was 38%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was -30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 63
Price Growth Rating: 34
SMR Rating: 47
Profit Risk Rating: 30
Seasonality Score: 43 (-100 ... +100)